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Password Manager 5.12 - Administration Guide (AD LDS Edition)

About Password Manager Getting Started Upgrading Password Manager Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in Perimeter Network Management Policy Overview Password Policy Overview reCAPTCHA Overview User Enrollment Process Overview Questions and Answers Policy Overview Data Replication Phone-Based Authentication Service Overview Configuring Management Policy
Management Policies
Checklist: Configuring Password Manager Understanding Management Policies Configuring Access to the Administration Site Configuring Access to the Self-Service Site Configuring Access to the Helpdesk Site Configuring Questions and Answers Policy Workflow overview Custom workflows Custom Activities Self-Service Workflows Helpdesk Workflows User Enforcement Rules
General Settings
General Settings Overview Search and Logon Options Import/Export Configuration Settings Outgoing Mail Servers Diagnostic Logging Scheduled Tasks Web Interface Customization Instance Reinitialization Realm Instances AD LDS Instance Connections Extensibility Features RADIUS Two-Factor Authentication Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Working with Redistributable Secret Management account Email Templates
Password Policies Enable S2FA for Administrators and Enable S2FA for HelpDesk Users Reporting Appendix A: Accounts Used in Password Manager for AD LDS Appendix B: Open Communication Ports for Password Manager for AD LDS Appendix C: Customization Options Overview Appendix D: Feature imparities between the legacy and the new Self-Service Sites Glossary

Customization of Steps in Self-Service and Helpdesk Tasks

Customization of Steps in Legacy Self-Service site, Password Manager Self-Service site, and Helpdesk Tasks

The Password Manager Self-Service site has all functionality similar to the Legacy Self-Service site with a new and improved user interface. The Password Manager Self-Service site can co-exist along with the already existing Self-Service site and it is possible to revert at any time to the Legacy Self-Service site.

You can change the steps and the order of steps in self-service and helpdesk tasks by modifying the workflows that correspond to these tasks. For example, to modify the Forgot My Password task on the Self-Service site you need to modify the Forgot My Password workflow on the Administration site.

A workflow consists of activities; each activity can be configured independently of other activities. Almost each activity corresponds to a single step in a task, that is a single page in the wizard a user goes through to complete the task.

By adding and removing activities and changing activities’ order in a self-service workflow you can define what wizard pages and in what order users will go through when performing a task on the Self-Service site. The same applies to the Helpdesk site and helpdesk workflows.

To edit a workflow, open the workflow on the Administration site and add or remove activities in the workflow designer.

For more information on configuring workflows, see Workflow structure.

For more information on modifying self-service workflows and activities, see Legacy Self-Service or Password Manager Self-Service site workflows

For more information on modifying helpdesk workflows and activities, see Helpdesk Workflows.

Email Notification Customization

Email Notification Customization

By adding the notification activities into a workflow, you can send notifications to users and administrators about successful or failed workflows. The following notification activities are available:

  • Email user if workflow succeeds
  • Email user if workflow fails
  • Email administrator if workflows succeeds
  • Email administrator if workflow fails

Password Manager offers user notification templates for all predefined workflows in 16 languages. You can customize the notification template by editing the Email user if workflow succeeds and Email user if workflow fails activities.

Templates are not provided for administrator notifications. To create administrator notifications, edit the Email administrator if workflows succeeds and Email administrator if workflow fails activities.

If you want to send email notifications in other languages, you can add more languages to the language list for the required notifications.

For more information on customizing email notifications, see Customizing Notifications.

User Agreement Customization

User Agreement Customization

In any self-service task Password Manager allows you to include a page with a end-user agreement. You can use it to obtain users’ consent to store their personal information that may be available in their Questions and Answers profiles.

To this, add the Display user agreement activity to required workflows. When configuring this activity, you can use the predefined end-user agreement template or create your own. You can also specify the agreement text in several languages. The default agreement text template is available in 16 languages.

For more information on configuring the end-user agreement, see Display User Agreement.

Account Search Options Customization

Account Search Options Customization

Account search options allow you to customize the Find Your Account page of the Self-Service site. You can allow users to search for their accounts on the Self-Service site or turn off the search options and require them to enter their logon names.

If you allow users to search for their accounts, you can specify how many user accounts and what user properties will be displayed in search results.

To configure account search options, on the Administration site, open General Settings and click the User Identification tab.

For more information on account search options, see Search and Logon Options.

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